How High-Net-Worth Individuals Invest: Who They Are, What They Need From Wealth Managers, and How That’s Changing

How High-Net-Worth Individuals Invest: Who They Are, What They Need From Wealth Managers, and How That’s Changing

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With $68 trillion in assets set to transfer to younger generations over the next 30 years, wealth managers who target high-net-worth individuals (HNWIs) must adapt by using digital solutions to enhance their existing white-glove services—not replace them.

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